SEC Form ADV · CIK 1962105

INTEGRATED WEALTHCARE, LLC

Registered Investment AdviserNC
$218.2M
Assets Under Management
792
Total Clients
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Registration Details

CIK
1962105
Accession
CRD-312929
Location
DURHAM, NC
Filing Date
March 26, 2026
AUM
$218.2M
Total Clients
792
Amendment
No

About this Adviser

INTEGRATED WEALTHCARE, LLC is a registered investment adviser headquartered in DURHAM, NC, managing approximately $218.2M in assets across 792 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.